+62.1%
DAL vs AZO
-7.5%
+69.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.9% | +3.2% | +6.9% |
| 7D | +11.1% | +5.3% | +5.7% | +10.7% |
| 30D | +7.7% | +18.4% | -10.7% | +7.1% |
| 3M | -3.5% | +9.8% | -13.4% | -4.0% |
| 6M | +31.3% | -4.5% | +35.8% | +30.6% |
| YTD | +30.0% | -1.9% | +31.9% | +28.4% |
| 1Y | +62.1% | -9.5% | +71.6% | +61.2% |
| All | +62.1% | -7.5% | +69.5% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling